SIR Royalty Income Fund's stock has seen a modest uptick this week, but recent distribution announcements and financial filings are keeping investors informed.
This week, SIR Royalty Income Fund (SRV-UN.TO) experienced a slight increase in its stock price, reflecting a 1.90% gain over the past week. As the fund continues to navigate the consumer discretionary sector, its recent distribution announcements have drawn attention from investors. Here's what you need to know about the stock's performance and outlook.
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SIR Royalty Income Fund
SRV-UN.TO
SRV-UN.TO
SIR Royalty Income Fund
WealthAwesomeMarket cap
$127.14M
P/E
15.6x
Div. yield
8.02%
Div. / share
$1.24
52W high
$16.76
52W low
$12.90
1W change
-5.13%
Beta
-0.13
Analyst Price Targets
Based on analyst covering SRV-UN
Wall Street analysts forecast SRV-UN stock price to fall 30.8% over the next 12 months.
Consensus
BearishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$10.50
-30.8% Upside
Current Price
C$15.18
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on SRV-UN's historical volatility
30-Day Vol
19.3%
Annualized
90-Day Vol
14.7%
Annualized
Trend (90d)
-12.5%
Annualized drift
90d Mean
C$14.52
Expected price
| Horizon | Expected | 68% Range (1ฯ) |
|---|---|---|
| 30 trading days | C$14.96 | C$13.99 โ C$15.99 |
| 60 trading days | C$14.73 | C$13.41 โ C$16.19 |
| 90 trading days | C$14.52 | C$12.93 โ C$16.29 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ยฑ1ฯ, 95% band = ยฑ2ฯ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
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Investor takeaway: With a strong profit margin and recent distribution announcements, SIR Royalty Income Fund remains a notable player in the consumer discretionary space. However, analysts have a bearish outlook, suggesting caution for investors considering entry into this stock.
1.90% Gain This Week
SIR Royalty Income Fund has gained 1.90% this week, reflecting investor interest despite a bearish analyst outlook.
Bull case
The fund boasts a high profit margin of 78.3% and a solid return on equity (ROE) of 10.2%. These figures indicate effective management and profitability, making it an appealing choice for investors focused on income.
Bear case
Analysts have set an average target of C$10.50, which suggests significant downside potential from the current price level. This bearish sentiment may raise concerns for potential investors.
Recent Price Action
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SIR Royalty Income Fund's stock closed at C$16.10, reflecting a 1D change of -0.12%. Over the past week, the stock has gained 1.90%, continuing its upward trend with a 3.80% increase over the last month and a notable 9.45% rise year-to-date.
Company News and Developments
This week, SIR Royalty Income Fund made headlines with its announcement of cash distributions for upcoming months. A cash distribution of $0.105 per unit for April 2026 was declared, alongside previous announcements for November and December 2025 distributions. These consistent distributions may provide a sense of stability for investors.
Technical Picture
The stock currently trades above its 50-day moving average of C$15.69, which is up 2.6% from the current price. It is also significantly above its 200-day moving average of C$15.21, which is up 5.9% compared to the last close. The 52-week range for the stock is between C$12.97 and C$16.25, indicating it is currently trading at 95% of its range. The stock's beta of -0.14 suggests it is less volatile than the market.
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